Barton
Weisenfluh
Kelleher Financial Advisors, LLC
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About this Advisor
Barton Weisenfluh is a financial advisor based in Portland, Maine, working with Kelleher Financial Advisors, LLC. Barton has previously held positions at Zephyr Management, L.P, Hartland & Co, and Wall Street Access Asset Management. Barton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Maine, New York, and Texas. Currently, Barton is part of Kelleher Financial Advisors, LLC, which operates out of Portland, Maine. The firm has 1 office and 16 employees. The firm manages assets totaling $573.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Kelleher Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kelleher Financial Advisors, LLC Brokerage Details
$573,557,718
16
728
$787,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Barton Weisenfluh Work History
Wall Street Access Asset Management
Hartland & Co
Zephyr Management, L.P
Disclosures
Please visit the SEC profile of Barton Weisenfluh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kelleher Financial Advisors, LLC
Portland, ME
New York, NY
New York, NY
New York, NY
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